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ModernHandymen
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Member since ‎Aug 7, 2020
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Activity

mandou13 on February 16, 2022
Quote Templates (including line items)
Hello, What do you think about adding the option to create "quote templates" that include line items . Case study I have different brands, and different equipment quotes per brand (with more than 30 items inside with different quantiti read more
Reply Idea Products and Quotes
33 upvotes
14 Replies
ModernHandymen
Member
October 14, 2022
Agreed! This would be so helpful for our team. We have a variety of quotes that are the same products each time and it's a pain manually adding them ...read more
RMejia on December 16, 2021
Add/associate form submission activity with deal along with contact
Submitting this idea that would allow a form submission activity to be automatically associasted with a deal. At the moment, the form submission activity only appears on the contact record, and would be great if you could have the activity also show read more
Reply Idea Deals
129 upvotes
36 Replies
ModernHandymen
Member
August 12, 2022
It's so inefficient to copy and paste these forms into deals! This feature is most definitely needed.
NataliaTorres on October 15, 2019
Better Tasks Filters
When I am looking tasks I can filter by state, title, type, date and the owner of the task but I can´t filter by the contact or deal thats is associated with the task and it`s makes difficult the work of my team, because we need to know if a contact read more
Reply Idea Tasks
187 upvotes
59 Replies
ModernHandymen
Member
November 09, 2021
1000% yes please!! It's so frustrating clicking through pages, especially when trying to delete tasks that are still there but no longer have an "ass...read more
dbrown1 on July 25, 2019
Edit Automatic Association
It seems that for any Company that Tickets, Deals, Emails, are automatically associated with one another. This makes it difficult for our sales, service or billing teams working out of HubSpot to easily interact with our customers. For example, read more
Reply Idea Contacts & Companies
121 upvotes
30 Replies
ModernHandymen
Member
September 01, 2021
This has been such a huge pain for our team! It causes so much confusion and wastes so much time. We have very key companies that are our clients and...read more
Arne on December 22, 2018
Quotes and Product Support on the Mobile App (View, Share, Create and Approve)
Being able to simply select the product(s)/services within the mobile app and send the quote (lower price tag stuff only like a few service days or a smaller quantity of a certain product eg for a POC) to your customer right while you are in the sco read more
Reply Idea Mobile Applications Products and Quotes
158 upvotes
76 Replies
ModernHandymen
Member
May 13, 2021
The lack of this feature alone has us looking at new CRMs. Many of our employees are in the field all day and the only way to make adjustments is to ...read more
Solved
ModernHandymen on August 07, 2020
Re-enrollment triggers for every time I schedule a meeting?
Every time I schedule a meeting, I want a workflow to launch. This reminds my team to send a confirmation email, etc. But after the first meeting on a contact's profile, the contact cannot be re-enrolled, so it only works for the first meeting I sch read more
Reply Discussion Contacts Tasks
0 upvote
1 Reply
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